Cardinal Point Wealth Management Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$29.4M	Buy	549,451 +37,073	+7%	+$1.96M	8.93%	3
2022 Q4	$25.7M	Buy	512,378 +123,434	+32%	+$5.99M	8.87%	3
2022 Q3	$17.5M	Buy	388,944 +18,021	+5%	+$892K	8.36%	3
2022 Q2	$18.5M	Buy	370,923 +2,790	+0.8%	+$149K	8.89%	3
2022 Q1	$21.2M	Buy	368,133 +115,316	+46%	+$6.79M	9.45%	4
2021 Q4	$15.5M	Buy	+252,817	New	+$15.6M	6.72%	3

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cardinal Point Wealth Management Partners's VEU Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 7.2% in Q1 2023, buying an estimated $1.96M and bringing the position to 549,451 shares worth $29.4M. The position accounts for 8.93% of the portfolio, ranked #3.

Cardinal Point Wealth Management Partners first reported a position in VEU in Q4 2021 and has held it in 6 quarters since. 1,079 funds tracked by Wall St. Rank hold VEU as of Q1 2023.

Cardinal Point Wealth Management Partners held 549,451 shares of Vanguard FTSE All-World ex-US ETF worth $29.4M as of Q1 2023.
Cardinal Point Wealth Management Partners bought 37,073 Vanguard FTSE All-World ex-US ETF shares in Q1 2023, an estimated $1.96M.
Vanguard FTSE All-World ex-US ETF made up 8.93% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #3 holding.
Cardinal Point Wealth Management Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 6 quarters since.
1,079 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.